Most dashboard panels are built with an easy access Date Filter button. Many options are available to choose from, such as a Custom range that allows you to enter the beginning and ending date.

  1. In the top-right corner of the panel is where the Date Filter button is located. The default setting will be displayed.


  2. Or open the Panel Settings screen of the desired panel to set Date Filter



  3. Click the drop down selection and select the date range you'll need. The panel automatically refreshes to display the records corresponding to the selected date range.

    Choosing Custom in the combo box list will display the Custom Date screen where you can specify the Start Date and End Date.


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